Nanya Technology's Q2 2026 operations reached a record high, with 50% of its total capacity now secured by long- and short-term agreements. The company's President, Pei-Ing Lee, stated the memory market has entered a broad shortage, and Nanya is considering adding a fifth strategic partner. Capital expenditure for 2027 could increase to NT$200 billion (approximately US$6.2 billion), representing a fourfold increase over 2026 spending.
A major memory supplier is quadrupling capex and seeing 50% of its capacity locked, confirming a broad memory shortage for AI compute.